Nacco Industries Inc
NC- Exchange
- NYSE
- Industry
- Bituminous Coal & Lignite Surface Mining
- SEC CIK
- 0000789933
No open-market purchases or sales by Nacco Industries Inc insiders were filed in the last 90 days; 91 institutions reported holding it in 13F filings for Q2 2026, worth $106.4M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Nacco Industries Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 94
- +9 vs. Q4 2025
- Shares held
- 2.15M
- +233.8K (+12.2%) vs. Q4 2025
- Total value
- $111.8M
- +$17.8M (+18.9%) vs. Q4 2025
- New holders
- 15
- 28 more added
- Sold out
- 6
- 25 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $106.4M |
| Q1 2026 | 94 | $111.8M |
| Q4 2025 | 87 | $104.8M |
| Q3 2025 | 77 | $88.0M |
| Q2 2025 | 75 | $93.0M |
| Q1 2025 | 68 | $70.5M |
| Q4 2024 | 64 | $60.1M |
| Q3 2024 | 62 | $58.2M |
| Q2 2024 | 67 | $60.3M |
| Q1 2024 | 59 | $71.4M |
| Q4 2023 | 61 | $92.0M |
| Q3 2023 | 65 | $89.3M |
| Q2 2023 | 64 | $88.9M |
| Q1 2023 | 63 | $107.9M |
| Q4 2022 | 59 | $96.5M |
| Q3 2022 | 56 | $125.5M |
| Q2 2022 | 62 | $102.2M |
| Q1 2022 | 49 | $94.8M |
| Q4 2021 | 44 | $89.3M |
| Q3 2021 | 44 | $73.5M |
| Q2 2021 | 43 | $61.8M |
| Q1 2021 | 45 | $61.1M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 399,808 | $20.8M | 0.00% | −402−0.1% | Reduced |
| BlackRock, Inc. | 309,869 | $16.1M | 0.00% | −4,642−1.5% | Reduced |
| Vanguard Capital Management LLC | 169,962 | $8.83M | 0.00% | +169,962 | New |
| Renaissance Technologies LLC | 154,518 | $8.03M | 0.01% | −6,200−3.9% | Reduced |
| Geode Capital Management, LLC | 97,854 | $5.09M | 0.00% | +2,509+2.6% | Added |
| Mudita Advisors LLP | 92,520 | $4.81M | 0.98% | 00.0% | Unchanged |
| State Street Corp | 83,263 | $4.33M | 0.00% | +2,100+2.6% | Added |
| Bridgeway Capital Management, LLC | 76,959 | $4.00M | 0.08% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 57,542 | $2.99M | 0.57% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 48,413 | $2.52M | 0.00% | +604+1.3% | Added |
| Ancora Advisors, LLC | 47,559 | $2.47M | 0.05% | +3,044+6.8% | Added |
| Bank of New York Mellon Corp | 46,139 | $2.40M | 0.00% | −908−1.9% | Reduced |
| Empowered Funds, LLC | 42,797 | $2.22M | 0.01% | +42,797 | New |
| Northern Trust Corp | 39,907 | $2.07M | 0.00% | +1,925+5.1% | Added |
| American Century Companies Inc | 39,188 | $2.04M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 35,454 | $1.84M | 0.00% | +1,486+4.4% | Added |
| CWM, LLC | 33,327 | $1.73M | 0.00% | +55+0.2% | Added |
| Two Sigma Investments, LP | 32,377 | $1.68M | 0.00% | +16,711+106.7% | Added |
| Segall Bryant & Hamill, LLC | 29,516 | $1.53M | 0.02% | −47−0.2% | Reduced |
| Vanguard Fiduciary Trust Co | 27,129 | $1.41M | 0.00% | +27,129 | New |
| Russell Investments Group, Ltd. | 25,953 | $1.35M | 0.00% | +4,672+22.0% | Added |
| Vanguard Portfolio Management LLC | 23,064 | $1.20M | 0.00% | +23,064 | New |
| Saber Capital Managment, LLC | 20,628 | $1.07M | 0.83% | −2,223−9.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,094 | $1.04M | 0.10% | −11−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,948 | $1.04M | 0.00% | +253+1.3% | Added |
| RBF Capital, LLC | 17,230 | $895.4K | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,802 | $665.3K | 0.00% | +3,551+38.4% | Added |
| Nuveen, LLC | 12,668 | $658.4K | 0.00% | +113+0.9% | Added |
| Johnson Investment Counsel Inc | 10,897 | $566.3K | 0.00% | −143−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 10,807 | $561.6K | 0.00% | −859−7.4% | Reduced |
| STRS Ohio | 10,300 | $535.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,102 | $421.1K | 0.00% | −2,731−25.2% | Reduced |
| Exchange Traded Concepts, LLC | 7,840 | $407.4K | 0.00% | +3,549+82.7% | Added |
| Los Angeles Capital Management LLC | 7,354 | $382.2K | 0.00% | +4,869+195.9% | Added |
| Baird Financial Group, Inc. | 6,506 | $338.1K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,025 | $313.1K | 0.00% | +1,446+31.6% | Added |
| Millennium Management LLC | 5,950 | $309.2K | 0.00% | −5,901−49.8% | Reduced |
| Rhumbline Advisers | 5,203 | $270.4K | 0.00% | −68−1.3% | Reduced |
| Deutsche Bank AG | 4,920 | $255.7K | 0.00% | +4,220+602.9% | Added |
| Citadel Advisors LLC | 4,861 | $252.6K | 0.00% | −1,372−22.0% | Reduced |
| Kovack Advisors, Inc. | 4,326 | $224.8K | 0.01% | +159+3.8% | Added |
| Byrne Asset Management LLC | 4,167 | $216.6K | 0.13% | +967+30.2% | Added |
| Apeiron RIA LLC | 4,147 | $215.5K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 4,087 | $212.4K | 0.00% | −734−15.2% | Reduced |
| Bank of America Corp | 3,940 | $204.8K | 0.00% | +75+1.9% | Added |
| UBS Group AG | 3,341 | $173.6K | 0.00% | +803+31.6% | Added |
| New York State Common Retirement Fund | 3,270 | $169.9K | 0.00% | −1,829−35.9% | Reduced |
| MetLife Investment Management | 2,449 | $127.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,912 | $99.4K | 0.00% | +34+1.8% | Added |
| Vanguard Global Advisers, LLC | 1,705 | $88.6K | 0.00% | +1,705 | New |
| JPMorgan Chase & Co | 1,619 | $83.9K | 0.00% | −3,896−70.6% | Reduced |
| Wells Fargo & Company | 1,507 | $78.3K | 0.00% | −3,016−66.7% | Reduced |
| GWM Advisors LLC | 1,418 | $73.7K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 970 | $50.4K | 0.00% | −5,436−84.9% | Reduced |
| Clearstead Advisors, LLC | 922 | $47.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 919 | $47.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 854 | $44.4K | 0.00% | −49−5.4% | Reduced |
| FMR LLC | 776 | $40.3K | 0.00% | +10+1.3% | Added |
| Tower Research Capital LLC (TRC) | 532 | $27.6K | 0.00% | +296+125.4% | Added |
| Citigroup Inc | 452 | $23.5K | 0.00% | +94+26.3% | Added |
| Legal & General Group Plc | 366 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 304 | $15.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 144 | $7.48K | 0.00% | +143+14,300.0% | Added |
| Abound Wealth Management | 142 | $7.37K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 132 | $6.86K | 0.00% | −98−42.6% | Reduced |
| Fifth Third Bancorp | 100 | $5.21K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 75 | $3.83K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 55 | $2.86K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 51 | $2.68K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 41 | $2.13K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 40 | $2.08K | 0.00% | −8−16.7% | Reduced |
| Stone House Investment Management, LLC | 40 | $2.08K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13 | $1.00K | 0.00% | −69−84.1% | Reduced |
| Covestor Ltd | 11 | $1.00K | 0.00% | −30−73.2% | Reduced |
| MAI Capital Management | 16 | $832 | 0.00% | +15+1,500.0% | Added |
| GAMMA Investing LLC | 15 | $780 | 0.00% | −3−16.7% | Reduced |
| Bayban | 13 | $676 | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 12 | $624 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 10 | $520 | 0.00% | +10 | New |
| Essential Partners LLC | 8 | $416 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $416 | 0.00% | +6+300.0% | Added |
| SRS Capital Advisors, Inc. | 6 | $416 | 0.00% | +6 | New |
| Allworth Financial LP | 7 | $364 | 0.00% | +7 | New |
| IFP Advisors, Inc | 5 | $260 | 0.00% | −1−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 4 | $208 | 0.00% | +1+33.3% | Added |
| Basecamp Wealth Advisors LLC | 3 | $156 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 2 | $104 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 1 | $59 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $52 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $27 | 0.00% | +1 | New |
| M&T Bank Corp | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,316−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |